8 months ago



8 LEADING FIRMS: TOP TEN LION STREET FIRMS Leading Firms: Top Ten Lion Street Firms 1 2 3 4 5 6 7 8 9 Krupin Partners Michael Krupin, Bryan Krupin, Brian Batson | Beverly Hills, CA Schechter & Associates Jason Zimmerman, Marc Schechter | Birmingham, MI Oswald Companies Jeff Wasserman | Cleveland, OH TDC Life Cleves Delp, Tyler Horning | Maumee, OH Paradigm Strategic Insurance Services Joel Solomon | Beverly Hills, CA Tamar Fink, Inc. Kenneth Fink | Minneapolis, MN John D. Dovich & Associates John Dovich | Cincinnati, OH IPS Advisors Rod Sager, Randy Martell | Dallas, TX Navitas Wealth Advisors George Hester, Chris Fay | Ridgeland, MS 10 Halvorson Company David Halvorson, Matthew Halvorson | Fargo, ND

KEY PERFORMANCE INDICATORS: LIFE INSURANCE 9 Key Performance Indicators: Life Insurance Life insurance sales had another breakout year in 2017 led by strong organic growth from existing firms and meaningful production from the healthy class of new firms that joined this year. We had a record number of firms qualify for Owners Convention (>$500K EFYC) with our Top 10 firms all exceeding $1.5M for the year, including five that exceeded $3M. Core drivers of this growth are increased sales of Index UL products, a solid uptick in guaranteed and death benefit oriented products, and premium finance continuing to drive large cases in a low interest rate environment. Significant business was also generated as a result of the PRS Regional Director program and our annual Trusted Advisors Conference for cultivating centers of influence. Key highlights from the year include: • 30% year-over-year growth in Life Premium and 28% growth in app count • Earned Top 3 National Account status with Pacific Life, Penn Mutual, and Prudential • Launched Penn Mutual as new Partnership Carrier relationship • Development of Large Case consultation team that placed 200+ cases of >$100K of premium James Joyce SVP of Sales and Marketing Key Performance Indicators: 19% 30% 52% of Premium was Financed YOY Premium Growth $49K Average Premium 28% Growth in new Applications Accumulation Sales / Large Cases over $100K Premium; 48% Death Benefit Product Sales 200+ 10 with $100M of Death Benefit 2017 ANNUAL REPORT

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